CFP
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Comprehensive Financial Planning’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Comprehensive Financial Planning’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$35.8K Buy
436
+3
+0.7% +$246 0.03% 168
2025
Q1 		$34.4K Buy
433
+1
+0.2% +$79 0.03% 155
2024
Q4 		$33.6K Buy
+432
New +$33.6K 0.03% 178